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In Articles: Kansas City Office, Community Involvement, Summer 2023 by Scott DouganJuly 11, 2023

Halftime Report

Thursday, August 3
Virtual: 12:00 noon – 1:00 pm

Fall Festival

Thursday, October 19
5:00 pm – 9:00 pm

Johnson County Arts & Heritage Center
8788 Metcalf Avenue, Overland Park, KS 66212

Your Retirement Elevated Podcast with Scott Dougan

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

What actually happens after your annual review meeting? Is your plan just sitting on a shelf, or is something happening behind the scenes? In this episode, Scott pulls back the curtain and walks through the firm’s annual service calendar, the intentional, season-by-season process that keeps retirement plans aligned, optimized, and protected all year long. If you’ve ever wondered what your advisory team is doing between meetings, this episode is your behind-the-scenes tour.

Here’s what we cover in this episode:

❄️ Winter Positioning: Preparing taxes, RMDs, and income coordination

🌷 Spring Strategy Review: Deep investment analysis and plan recalibration

☀️ Summer Protection Focus: Insurance, cybersecurity, and tax return review

🍁 Fall Precision Execution: Year-end tax moves and income adjustments

☕ Coffee Conversations: Educational events keeping clients informed

📞 Call us: 913-393-4724

🌐 Visit our podcast website: https://listentoscott.com/

📚🛠️ Check out Scott’s book, Exceptional Retirement, and Retirement Toolkit

Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html

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